Current jobs related to Bilingual Account Resolution Representative - Montréal - Sun Life
-
Bilingual - Account Resolution Specialist I
1 week ago
Montréal, Canada Robertson and Company Full timeOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Introduction: Prime Hires is seeking a skilled Bilingual Account Resolution Specialist to join our...
-
Bilingual Order Desk Representative
3 weeks ago
Montréal-Est, Canada Bilingual Source Full timeBilingual Order Desk Representative (French required) Salary: $40,000 - $45,000 annually Introduction Are you seeking a stable, full-time role where your organizational skills and customer service experience are valued? Our client is looking for a Bilingual Order Desk Representative to join their Montreal team. This is an ideal opportunity for someone who...
-
Bilingual Order Desk Representative
2 weeks ago
Montréal, QC, Canada Bilingual Source Full time €40,000 - €45,000Bilingual Order Desk Representative (French required) Salary: $40,000 - $45,000 annually Introduction Are you seeking a stable, full-time role where your organizational skills and customer service experience are valued? Our client is looking for a Bilingual Order Desk Representative to join their Montreal team. This is an ideal opportunity for someone who...
-
Bilingual Order Desk Representative
2 weeks ago
Montréal-Est, Canada Bilingual Source Full timeBilingual Order Desk Representative (French required) Salary: $40,000 - $45,000 annually Introduction Are you seeking a stable, full-time role where your organizational skills and customer service experience are valued? Our client is looking for a Bilingual Order Desk Representative to join their Montreal team. This is an ideal opportunity for someone who...
-
Bilingual Order Desk Representative
3 weeks ago
Montréal-Est, Canada Bilingual Source Full timeBilingual Order Desk Representative (French required)Salary: $40,000 - $45,000 annuallyIntroductionAre you seeking a stable, full-time role where your organizational skills and customer service experience are valued? Our client is looking for a Bilingual Order Desk Representative to join their Montreal team. This is an ideal opportunity for someone who...
-
Bilingual Order Desk Representative
3 weeks ago
Montréal-Est, QC, Canada Bilingual Source Full timeBilingual Order Desk Representative (French required) Salary: $40,000 - $45,000 annually Introduction Are you seeking a stable, full-time role where your organizational skills and customer service experience are valued? Our client is looking for a Bilingual Order Desk Representative to join their Montreal team. This is an ideal opportunity for someone who...
-
Bilingual Order Desk Representative
2 weeks ago
Montréal-Est, QC, Canada Bilingual Source Full time €40,000 - €45,000Bilingual Order Desk Representative (French required) Salary: $40,000 - $45,000 annually Introduction Are you seeking a stable, full-time role where your organizational skills and customer service experience are valued? Our client is looking for a Bilingual Order Desk Representative to join their Montreal team. This is an ideal opportunity for someone who...
-
Bilingual Order Desk Representative
3 weeks ago
Montréal-Est, Canada Bilingual Source Full timeBilingual Order Desk Representative - Full-Time (Montreal, QC | 100% On-Site)Salary: $40,000 - $45,000 annuallyMonday-Friday | Day Shift | No WeekendsAre you an organized, customer-focused professional looking to grow within a well-established Canadian company? A respected leader in the building materials and coatings industry is seeking a full-time Order...
-
Bilingual Order Desk Representative
4 weeks ago
Montréal-Est, Canada Bilingual Source Full timeBilingual Order Desk Representative - Full-Time (Montreal, QC | 100% On-Site) Salary: $40,000 - $45,000 annually Monday-Friday | Day Shift | No Weekends Are you an organized, customer-focused professional looking to grow within a well-established Canadian company? A respected leader in the building materials and coatings industry is seeking a full-time Order...
-
Bilingual Order Desk Representative
4 weeks ago
Montréal-Est, Canada Bilingual Source Full timeBilingual Order Desk Representative - Full-Time (Montreal, QC | 100% On-Site) Salary: $40,000 - $45,000 annually Monday-Friday | Day Shift | No Weekends Are you an organized, customer-focused professional looking to grow within a well-established Canadian company? A respected leader in the building materials and coatings industry is seeking a full-time...
Bilingual Account Resolution Representative
2 weeks ago
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
The Account Resolution Representative (ARR) is responsible for the investigation, follow-up and resolution of not-in-good-order (NIGO) transaction requests for mutual and segregated funds distributed by Sun Life Global Investments.
In this role, you will validate trade and account related documentation using a proprietary software interface and liaise with Advisors, Dealers and MGAs to obtain efficient and timely resolution of trade and account updates. You’ll work in a volume and production driven environment where speed, quality, attention to details, multitasking, and communication prowess matter.
**What will you do?**
- Pull up, review and validate not-in-good-order (NIGO) trade and account update requests using the Automatic Work Distributor system within a proprietary software interface
- Log all comments and interaction notes in the proprietary software interface and Sales Force, and continue to monitor work packages until resolution
- Participate in account cleanups and ad hoc initiatives
- Build cross-functional relationships with other teams within the department to facilitate quick NIGO resolution
- Actively own their learning journey, complete all training and assigned modules and adopt a continuous learning attitude
- Escalate exception cases to Team Lead
- Contribute to continuous improvement by recommending well-thought out changes
- Develop into a SME on a specific topic and participate in projects as required
- Demonstrate active team engagement in events and knowledge transfers
**What do you need to succeed?**
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada
- Well organized with the ability to multitask and forge positive relationships while maintaining excellent KPIs, service quality and SLAs
- Demonstrated problem solving capabilities; ability to analyze data and make recommendations
- Results-oriented and takes personal accountability
- Experience within a high-volume Investment Operations setting
- Knowledge of Mutual Fund and Segregated Fund products is an asset
- Ability and willingness to work a fixed shift between **10:00 am and 6:00 pm** Monday to Friday
**Preferred skills**
- Knowledge of complex investment fund processes including Estate Settlements, locked plan administration, and RESP administration
- IFIC Fund Operations or Canadian Securities Course is an asset
- Knowledge of wealth products offered by Sun Life Global Investments
- Experience with the distribution network and various operating systems used within the investment fund industry
**What’s in it for you?**
- We are thrilled to be recognized by **Excellence Canada** with their top-level certification, the **Canada Order of Excellence** **for Mental Health at Work®,** for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health.
- A caring, supportive, and inclusive culture.
- 15 days' vacation per year, personal days, and a unique Sabbatical Program giving you the opportunity to take up to 6 weeks off, every five years.
- Pension Plan, Stock Ownership Program and Flexible Benefits from the day you join to meet the needs of you and your family.
- Lumino Health Virtual Care giving you quick access to doctors.
LI-Hybrid
We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
**Salary Range**:
51,000/51 000 - 80,200/80 200
**Job Category**:
Customer Service / Operations
**Posting End Date**:
02/01/2026
